《即日市评》恒生科技指数破八千关 腾讯市值逼近六万亿
市场关注美国总统大选结果，恒指今日受科技及金融股引领向上，收企两万五关之上。美国大选仍在点票，据《美联社》推算，美国民主党总统候选人拜登已累积取得264张选举人票，尚差6张选举人票即可达到入主白宫的门槛，而特朗普阵营要求暂停密歇根和宾夕法尼亚州的点票工作，并要求威斯康星州重新点票。执笔之时美汇指数跌至93.25、美股道指期货最新升310点或1.1%、美股纳指期货最新升241点或2.1%。国家主席习近平以视频方式发表主旨演讲时表示，内地经济呈现稳定转好态势，预计未来10年累计商品进口额有望超过22万亿美元。上证综指升1.3%收3,320，深证成指涨1.7%，内地创业板指数升1.4%，沪深两市成交额共8,598亿人民币。
恒指高开614点後，早段升幅曾收窄至457点一度见25,343点，其後升幅再度扩大，并以全日高位25,695点收市，升809点或3.3%；国指升379点或3.8%，收10,478点；恒生科技指数升422点或5.5%，收8,181点。大市全日成交总额1,766.76亿元，沪、深港通南下交易录得净流入金额分别为19.22亿及12.03亿元人民币。车股俏升，吉利(00175.HK)扬8.7%，比亚迪(01211.HK)股价破顶升16%报197.2元，瑞信指比亚迪10月汽车销量升16%为廿二个月首录双位数增长。
【科技股领航 阿里呈回升】
科技股领航大市，阿里(009988.HK)回升6.3%收294.6元，美团(03690.HK)攀升5%报329.6元，而腾讯(00700.HK)破顶升6.2%收625元，市值5.99万亿元逼近六万元亿关。汇丰研究发表报告表示，内地新规限制网贷，可能意味着更高的资本要求及接受更多的监管，或对蚂蚁集团(06688.HK)信贷科技业务有所影响，估计蚂蚁估值每改变10%及20%，料将对阿里巴巴估值影响为1.3%及2.6%；但相信阿里股价调整後，会令其估值更为吸引。
此外，招商证券国际发表研究报告指腾讯(旗下手游「王者荣耀」在五周年庆典上宣布其今年来的日均DAU已超过1亿。该行认为，这成绩说明「王者荣耀」经历5年的营运後依然处於稳定成熟的生命周期中段。据估算，1亿DAU意味涉及约2至3亿忠实游戏用户，占国内6.2亿总手游用户规模约40%。该行维持对腾讯「买入」投资评级，目标价由原来的652元上调至695元。
【沽空率上升 内房股弹高】
港股主板今日市宽转强，主板股票的升跌比率为34比11(上日22为19)，上升股份1,340只(升幅3.8%)；恒指成份股今日50只股份全数上升。大市今日录沽空252亿元，占可沽空股份成交1,493亿元的16.875%(上日15.682%)。
内房股抽上，世茂集团(00813.HK)及龙湖(00960.HK)股价各升近9%及8.3%，润地(01109.HK)涨9.7%，中国恒大(03333.HK)及融创中国(01918.HK)各扬3.5%及7.6%。外电引述消息人士指，中国恒大(03333.HK)和融创中国(01918.HK)或首次在中国银行间债券市场发债筹集资金，以减轻债务负担。据了解，两家公司正准备相关申请文件。
此外，长和(00001.HK)股价抽升8.9%收52.8元。长和公布拟向Cellnex出售欧洲电讯基建资产涉100亿欧元(约910亿港元)，摩根大通发表报告表示，长和确认潜在将相关铁塔资产出售(相当於其市值的44%)，应该是对其股价的重要驱动力，可令其获市场重估，该行维持对长和「增持」评级及目标价83元，该行料若落实交易，潜在可为长和带来820亿元或每股现金21元，相当其每股资产净值约18%。(wl/a)
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